SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.63B
AUM Growth
-$81.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,509
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$7.44M
3
+$7.28M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$6.37M
5
META icon
Meta Platforms (Facebook)
META
+$5.42M

Top Sells

1
+$21M
2
+$20.3M
3
+$7.21M
4
FWONK icon
Liberty Media Series C
FWONK
+$5.88M
5
V icon
Visa
V
+$5.34M

Sector Composition

1 Technology 12.49%
2 Consumer Discretionary 5.23%
3 Financials 4.71%
4 Healthcare 4.02%
5 Industrials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.38M 0.17%
74,666
-47,957
127
$4.36M 0.17%
25,084
-672
128
$4.35M 0.17%
58,328
-2,779
129
$4.35M 0.17%
9,945
+2,640
130
$4.35M 0.17%
61,113
+54,578
131
$4.33M 0.17%
10,597
-1,105
132
$4.31M 0.16%
16,893
+14,641
133
$4.28M 0.16%
28,701
+28,401
134
$4.28M 0.16%
24,450
+22,057
135
$4.23M 0.16%
42,249
-2,499
136
$4.23M 0.16%
50,900
-370
137
$4.23M 0.16%
137,468
+130,815
138
$4.18M 0.16%
+24,559
139
$4.18M 0.16%
31,928
+1,412
140
$4.18M 0.16%
20,897
-9,327
141
$4.11M 0.16%
15,093
-365
142
$4.06M 0.15%
23,663
-1,031
143
$4.02M 0.15%
58,073
-34,305
144
$4.02M 0.15%
39,099
-946
145
$4.01M 0.15%
98,820
+17,035
146
$4M 0.15%
28,673
+26,818
147
$4M 0.15%
30,217
+30,158
148
$3.99M 0.15%
19,494
+19,256
149
$3.99M 0.15%
11,905
+4,865
150
$3.97M 0.15%
9,089
+7,928
4 5
6
7 8